Augmented Automation
It is a Uruguayan fintech that provides innovative and accessible digital financial products, focusing on financial solutions for individuals. As part of the Incapital group, it employs over 100 staff members.
What We Achieved: Enhanced Automation
► Various operational processes have been automated within the service:
- **Data Management and Analytics Automation:** This involves analyzing, managing, and filtering Tableau data, exporting it to Excel macros, and applying formulas to produce reports for investors. The automation generates basic indicators and analyses, enabling experts to make final decisions without manual intervention.
- **Daily and Monthly Reconciliation Centralization Automation:** This streamlined process involves the emailing and centralizing of daily disbursement and collection reconciliations, reducing the chances of information omissions and expediting the reconciliation process.
- **Dashboard Metrics Automation:** This initiative gathers information from various data sources and integrates it into Tableau dashboards, where automation measures and calculates objectives by department, creating indicators and alerts.
- **Prevention Calculations Automation:** This simplified process automatically provides prevention calculations in the company's internal system.
- **Collection Verification Automation:** The aim of this efficient process is to confirm the pre-assignments created for each collection agent. While many agents typically validate each client's collections, automation assists in verifying whether the process was handled correctly, if the expiration term needs to be extended, or if payments are overdue.